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28 results found

  1. Opportunity Tasks Notes Need to Show Up on the Fund

    37 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  2. Make Opportunity Type Inactive

    29 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  3. notes by date

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  4. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  5. Donor Contact

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  6. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  7. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  8. Parent-subsidiary relationships

    12 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Curtis Shifflett supported this idea  · 
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